+650.0%
WMB vs UUUU
-96.4%
+746.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.4% |
| 7D | +7.8% | -1.1% | +8.9% | +7.9% |
| 30D | -5.1% | -21.0% | +15.9% | -3.1% |
| 3M | -4.7% | -54.8% | +50.1% | +2.2% |
| 6M | -7.4% | -67.3% | +59.9% | +1.6% |
| YTD | +17.5% | -54.7% | +72.1% | +22.9% |
| 1Y | +19.5% | -57.4% | +76.9% | +25.3% |
| 3Y | +121.3% | -19.6% | +140.9% | +108.5% |
| 5Y | +200.5% | -40.0% | +240.6% | +181.0% |
| 10Y | +281.9% | +364.1% | -82.2% | +166.2% |
| All | +650.0% | -96.4% | +746.4% | +483.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling